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US 8,301,612 B2Granted
System and method for storing documents accessed by multiple users in an on-demand service
Assigneesalesforce.com, inc.
InventorsTimothy J Barker, Ryan Lissack, Daniel L Pletter
Life of this patent
Estimating the term…
Abstract
In accordance with embodiments, there are provided mechanisms and methods for storing documents that are being tracked in an on-demand service. These mechanisms and methods for storing documents in an on-demand service can enable embodiments to provide the sharing of documents and the storing of the documents in association with a tag. The ability of embodiments to provide the sharing of documents and the storing can enable an efficient searching for a shared document. In an embodiment, the shared document is categorized upon being stored.
Claims37
A method for storing documents tracked on behalf of a plurality of organizations, comprising:
- receiving at a host system, a document to store on behalf of a first organization of the plurality of organizations from a client machine;
- receiving a tag from the client machine for storing in association with the document;
- storing in a storage accessible to the host system, the document in association with the tag, the document being stored to document management storage;
- and
- associating by the host system, the document in the document management storage with a unique identifier;
- allowing a level of access to the document to be granted to multiple users that are members of the first organization, the level of access allowing a plurality of users to at least
- edit the document, and
- store the document that was edited on the host system as a master copy of the document;
- wherein the document stored in the document management storage and a location of copies of the document are tracked using a portion of a database limited to information of the first organization;
- the document has a name;
- the name, the unique identifier and the tag are different from one another.
8 more elements
A method for storing documents tracked on behalf of a plurality of organizations, comprising:
- receiving at a host system, a document to store on behalf of a first organization from a client machine;
- sending to the user an interface for creating a tag, the tag is not required to be a particular format;
- receiving the tag from the client machine for storing in association with the document;
- storing in a storage accessible to the host system, the document in association with the tag, the document being stored to document management storage;
- associating by the host system, the document in the document management storage with a unique identifier;
- and
- storing the tag as a value for a database key in a table of the database, the database key being associated via the database with a location of the document;
- wherein the document stored in the document management storage and copies of the document are tracked using a portion of a database limited to information of the first organization;
- the document has a name;
- the name, the unique identifier and the tag are independent of one another.
7 more elements
A method for storing documents tracked on behalf of a plurality of organizations, comprising:
- receiving at a host system, a document to store on behalf of a first organization of the plurality of organizations from a client machine;
- receiving a tag from the client machine for storing in association with the document;
- storing in a storage accessible to the host system, the document in association with the tag, the document being stored to document management storage;
- and
- associating by the host system, the document in the document management storage with a unique identifier;
- and
- allowing a group of users access to the document, multiple users from the group being allowed to edit the document, each user being associated with a profile and allowing each profile to specify more than one role, each role being associated with a set of one or more access privileges;
- the document has a name;
- the name, the unique identifier and the tag are independent of one another;
- wherein the document stored in the document management storage and a location of copies of the document are tracked using a portion of a database limited to information of the first organization;
- the document has a name;
- the name, the unique identifier and the tag are different from one another.
9 more elements
A method for storing documents tracked on behalf of a plurality of organizations, comprising:
- receiving at a host system, a document to store on behalf of a first organization from a client machine;
- receiving a tag from the client machine for storing in association with the document;
- storing in a storage accessible to the host system, the document in association with the tag, the document being stored to document management storage;
- and
- associating by the host system, the document in the document management storage with a unique identifier;
- wherein the document stored in the document management storage and copies of the document are tracked using a portion of a database limited to information of the first organization;
- associating by the host system, the document with one or more of a plurality of document types chosen from a list of document types, each of the document types including one or more properties associated with a list of properties, each property describing one or more characteristics associated with the document type that is associated with the document;
- and
- receiving values for one or more search fields, the one or more search fields being different from the tag, the document types, and the properties;
- and
- the one or more search fields including at least a field for
- an author of the original document,
- a name of a workspace, and
- a document format.
11 more elements
Dependencies are inferred from the claim text.